Janney Montgomery Scott LLC

CIK: 1329948SEC EDGAR →

Portfolio Value

$40.4B

Holdings

2,740

As of

Q1 2026

New Positions

2,705

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

4,792,927$1.2B
3.01%
2

ISHS CORE SP 500 ETF

1,412,900$922.9M
2.29%
3

MICROSOFT CORP

2,238,486$828.6M
2.05%
4

NVIDIA CORP

4,477,669$780.9M
1.93%
5

ST STR TECH SEL SPDR ETF

4,727,854$628.3M
1.56%
6

AMAZONCOM INC

2,749,966$572.7M
1.42%
7

BROADCOM INC

1,774,688$549.3M
1.36%
8

JPMORGAN CHASE CO

1,778,198$523.1M
1.30%
9

ALPHABET INC A

1,779,495$511.7M
1.27%
10

INV QQQ ETF

850,685$491.0M
1.22%

Sector Breakdown

Sector# HoldingsValue%
Financial Services1306$20.4B50.5%
Technology329$5.9B14.7%
Unknown167$2.5B6.2%
Industrials219$2.5B6.1%
Healthcare152$2.4B5.9%
Consumer Cyclical136$1.7B4.1%
Communication Services66$1.3B3.2%
Consumer Defensive67$1.1B2.8%
Energy91$1.0B2.5%
Utilities52$625.7M1.5%
Basic Materials78$553.2M1.4%
Real Estate77$413.1M1.0%